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Disclosery

VFMV VANGUARD WELLINGTON FD

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US MINIMUM (fund)

67 managers (67 13F filers) reported a position in VFMV shares at 2025-06-30, 1,038,627 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers
67
13F filers
67
New
17
Added
27
Reduced
13
Sold out
6
Shares held by filers
1,038,627

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ANDERSON HOAGLAND & CO178,461$22.9M2.18%+34913F-HRTimeline
Foundations Investment Advisors, LLC139,685$17.9M0.28%+6,04813F-HRTimeline
LPL Financial LLC95,580$12.3M<0.01%+62,21513F-HRTimeline
Martin Worley Group72,404$9.28M4.54%+6,78013F-HRTimeline
NewEdge Advisors, LLC67,662$8.68M0.04%-1,84313F-HRTimeline
UBS Group AGin group UBS Group AG59,621$7.65M<0.01%+16,29513F-HRTimelineGroup
UMB Bank, n.a.34,230$4.39M0.07%-8213F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,875$4.34M0.04%+3,03513F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC31,773$4.07M0.41%-24113F-HRTimeline
Cambridge Investment Research Advisors,…28,695$3.68M0.01%+19813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,990$2.95M0.21%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP21,900$2.81M0.01%+30013F-HRTimelineGroup
Sculati Wealth Management, LLC21,363$2.74M1.03%new13F-HRTimeline
Independence Asset Advisors, LLC20,915$2.68M1.67%+10013F-HRTimeline
SMITH, MOORE & CO.20,293$2.6M0.22%+5,93013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,573$2M0.01%+2,21413F-HRTimeline
Orion Porfolio Solutions, LLC11,410$1.46M0.01%-5,24913F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,378$1.46M0.01%-59113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,734$1.25M<0.01%+92313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,640$1.24M<0.01%+5,34413F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc9,245$1.19M0.46%+96113F-HRTimeline
Keystone Financial Group9,139$1.17M0.11%+13013F-HRTimeline
Compass Financial Group, INC/SD9,101$1.17M0.19%-86813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,027$1.16M-8,782Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,102$1.04M0.07%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,008$899K<0.01%-20,10413F-HRTimeline
Interchange Capital Partners, LLC5,556$712K0.16%013F-HR/ATimeline
MML INVESTORS SERVICES, LLC4,785$614K<0.01%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …4,167$534K0.31%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,066$521K<0.01%new13F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC3,890$499K0.1%+2,02513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,806$488K0.01%new13F-HRTimeline
Cetera Investment Advisers3,564$457K<0.01%-4213F-HRTimeline
Retireful, LLC3,514$451K0.31%new13F-HRTimeline
Parallel Advisors, LLC3,340$428K0.01%-12513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,209$412K0.01%+1513F-HRTimelineGroup
D.A. DAVIDSON & CO.3,190$409K<0.01%-40013F-HRTimeline
Caitlin John, LLC3,081$395K0.36%-60913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,051$391K<0.01%+45113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,988$383K0.02%+4013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,853$366K<0.01%+24513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,362$303K0.01%+67513F-HRTimeline
Elm3 Financial Group, LLC2,179$279K0.23%new13F-HRTimeline
Parkside Financial Bank & Trust2,037$261K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,986$255K<0.01%new13F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth1,975$253K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,963$252K0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,958$251K0.01%new13F-HRTimelineGroup
Tanglewood Wealth Management, Inc.1,755$225K0.02%-200,09813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,748$224K0.04%+113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,616$207K0.1%new13F-HRTimeline
Signal Advisors Wealth, LLC1,616$207K0.02%new13F-HRTimeline
Arax Advisory Partners773$99.1K<0.01%+413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY526$67.4K<0.01%+51413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/459$58.9K<0.01%+4413F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.270$34.6K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250$32.1K<0.01%-1,25613F-HRTimelineGroup
AdvisorNet Financial, Inc232$29.8K<0.01%+17513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC210$26.9K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP177$22.6K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.163$21K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150$19.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…130$16.7K<0.01%013F-HRTimeline
City State Bank100$12.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC65$8.34K<0.01%013F-HRTimeline
McIlrath & Eck, LLC63$8.08K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.